Geopolitics Alpha

Anthropic files for stock market IPO; Meta announces $95bn fundraising drive to pay for AI expansion – as it happened

Published . Updated .

Anthropic files for stock market IPO; Meta announces $95bn fundraising drive to pay for AI expansion – as it happened

Meta says share sale will support its “continued investment in AI infrastructure and personal superintelligence”, as Elon Musk warns some AI cloud computing firms face ‘guppy-level death’

Directly affected

  • CRWV CoreWeave-34.6% 30d

    Named in this report.

  • IREN Iren-42.3% 30d

    Named in this report.

  • TSLA Tesla+3.7% 30d

    Named in this report.

Indirectly affected

  • QQQ Invesco QQQ-0.7% 16d

    Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • AIQ Global X Artificial Intelligence & Technology ETF-2.2% 30d

    Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • IGV iShares Expanded Tech-Software ETF+5.6% 9d

    iShares Expanded Tech-Software ETF: it holds software companies. Linked by “cloud” (software) in this story.

  • META Meta Platforms-3.5% 30d

    Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • MSFT Microsoft+3.7% 30d

    Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • GOOGL Alphabet-8.4% 30d

    Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • AMZN Amazon.com-2.2% 30d

    Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • ORCL Oracle

    Oracle (prepackaged software): software firms move with business tech spending. Linked by “cloud” (software) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
CRWV+12.69%+14.00%base+5.60%after closeafter closeafter close
IREN+11.34%+11.78%base+3.69%after closeafter closeafter close
TSLA-1.13%+3.89%base+6.40%after closeafter closeafter close
QQQNo price data for this ticker———————
AIQNo price data for this ticker———————
IGVNo price data for this ticker———————
METANo price data for this ticker———————
MSFTNo price data for this ticker———————
GOOGLNo price data for this ticker———————
AMZNNo price data for this ticker———————
ORCLNo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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Meta says share sale will support its “continued investment in AI infrastructure and personal superintelligence”, as Elon Musk warns some AI cloud computing firms face ‘guppy-level death’ UK government borrowing costs are dropping this mor…

Source: The Guardian

This story

CompanyWhenMoveStatus
CRWVthat day+5.60%still updating
CRWVthree days earlier+14.00%final price
CRWVfive days earlier+12.69%final price
IRENthat day+3.69%still updating
IRENthree days earlier+11.78%final price
IRENfive days earlier+11.34%final price
TSLAthat day+6.40%still updating
TSLAthree days earlier+3.89%final price
TSLAfive days earlier-1.13%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

This story

12 out of 100Price not final

“Anthropic files for stock market IPO; Meta announces $95bn fundraising drive to pay for AI expansion – as it happened” scores 12 out of 100. The score uses 1 sources. The price is not final yet.